See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,215 | $114,381+89.0% | $107,525+101.1% | $142,382+51.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 5.82% | 242.71%-236.9pp | 181.32%-175.5pp | 217.08%-211.3pp |
| Employer contribution / active EE | $13,979 | $4,015+248.2% | $3,754+272.4% | $4,299+225.2% |
| Participant deferral / active EE | $10,916 | $5,564+96.2% | $5,116+113.4% | $6,507+67.8% |
| Admin fee / account holder | $1,196 | $9,860-87.9% | $8,919-86.6% | $12,624-90.5% |